SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.59M
3
+$1.48M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.32M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Top Sells

1
+$1.97M
2
+$1.25M
3
+$1.1M
4
STT icon
State Street
STT
+$990K
5
COP icon
ConocoPhillips
COP
+$916K

Sector Composition

1 Healthcare 11.4%
2 Technology 10.58%
3 Consumer Staples 7.13%
4 Industrials 6.87%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$124K 0.01%
4,080
-200
327
$123K 0.01%
2,070
328
$121K 0.01%
2,907
+2,060
329
$120K 0.01%
3,435
330
$120K 0.01%
5,468
331
$120K 0.01%
+2,000
332
$118K 0.01%
1,388
333
$116K 0.01%
1,085
+500
334
$115K 0.01%
519
-7
335
$114K 0.01%
2,160
+860
336
$111K 0.01%
7,312
337
$111K 0.01%
1,666
+470
338
$111K 0.01%
1,543
-236
339
$110K 0.01%
6,500
+3,000
340
$109K 0.01%
2,515
-910
341
$105K 0.01%
6,310
+3,800
342
$104K 0.01%
1,568
343
$103K 0.01%
2,642
+88
344
$101K 0.01%
12,426
+1,500
345
$101K 0.01%
3,960
-7,400
346
$99K 0.01%
2,395
347
$97K 0.01%
825
-155
348
$97K 0.01%
3,438
+50
349
$96K 0.01%
+6,478
350
$95K 0.01%
7,000
12 13
14
15 16